Do you want to be able to easily track the performance of global markets through a single trade?

Now available at 0% initial service charge!

Whether you are looking for a well diversified cost-efficient ‘core’ to your portfolio or you are looking to enhance an existing well established portfolio with broad global diversification, Barclays Wealth Global Markets could be the solution you are looking for.

Rather than investing directly into individual index funds, Barclays Wealth Global Markets gives you a globally diversified portfolio of Exchange Traded Funds (ETFs) via a single market trade, saving you time, energy and expense.

Why choose Global Markets?

Barclays Wealth recognises that different investors have different return objectives and that some are more comfortable taking on risk than others. For this reason, they offer five “blends” of Global Markets – with the higher risk, potentially higher return portfolios featuring a larger bias towards equities.

The portfolios are diversified globally and therefore less dependent on the fortunes of the UK. More meaningful exposures to industry sectors such as industrials and information technology, not widely represented in the UK stock market, improve the number of potential sources of return whilst reducing industry concentration. Overseas investment is hedged back to Sterling so the greater diversification does not come at the cost of greater volatility through currency movements.

Each portfolio is also diversified across the major industrialised countries of US, Europe, Japan and Asia, and also emerging markets such as India and China. The proportion invested in higher risk, higher return emerging markets increases in line with the risk profile of a portfolio.

Fixed income investments include cash holdings as well as loans to governments and commercial organisations in return for regular interest payments. They are generally regarded as less volatile than equities so the lower risk portfolios invest more heavily in fixed income assets. Allocations to assets such as commodities, commercial property companies and other trading strategies (collectively described as ‘alternatives’) add to the diversity within the portfolios.

However, these funds’ values can fall as well as rise so you might lose money. These investments should be held with a medium to long term view – generally, for not less than five years. If you are unsure about their suitability for you, you should seek independent advice. Barclays Stockbrokers does not offer investment advice.

Click on the images above to access the full factsheet for each portfolio

• Global Markets Brochure

Barclays Wealth Global Markets key features

• Choice – option of five portfolios designed to meet a range of risk-return preferences
• Instant diversification – access global markets through a single trade
• Barclays Wealth’s expertise – each Global Markets portfolio benefits from the insights of Barclays Wealth with the asset allocation adjusted to reflect our experts’ views on the short-term merits or drawbacks of individual asset types. These short-term adjustments are made whilst keeping the overall risk profile of each portfolio in line with its original design.
• Lower costs – ETFs can offer significant cost advantages over actively managed funds, e.g. lower trading and research costs
• Consistent performance – offers consistent performance by replicating an index rather than seeking to beat the market via active management
• Currency hedged – each portfolio is fully hedged to protect against currency volatility
  
• Low entry costs and no additional dealing charges;
  
  
  • Minimum investment of £500 (specially discounted for Barclays Stockbrokers clients)
  • Initial Service Charge of 0%, no other trading commission applies
  • Annual management charge from 0.75% to 1%
  • Total Expense Ratio of between 1.35% and 1.65%
    
    

• Eligible to be held within a , or account
• Qualifying investments for discounted account charges on Investment ISA and/or PensionMaster accounts
• The value of your investments can go down as well as up; you might get back less than you invested. If you are unsure about their suitability for you, you should seek independent advice. Barclays Stockbrokers does not offer investment advice.

Global Markets downloads

• Global Markets Brochure
• Global Markets Simplified Prosectus
• Fund specific Factsheets

We recommend that you read our Disclosures, including disclosures of inducements, before trading in funds.
The information in this section of the website is intended for UK resident investors and the investments to which such information relates are only suitable for, and will only be sold to, investors in the UK. Access to information displayed in this section of the internet site may be restricted in certain countries. Barclays Stockbrokers does not intend information concerning the products in this section of the website to be shown to any persons who are prohibited from seeing such information by their country of residence or incorporation (as applicable). If you are not a UK resident investor, you should not access this section of the website.